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MTC Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

MTC Wealth Management’s Portfolio RSP Stock Details RSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-47,048
Closed -$8.55M – 14
2025
Q2 		$8.55M Sell
47,048
-1,132
-2% -$195K 4.11% 9
2025
Q1 		$8.35M Sell
48,180
-5,745
-11% -$1.02M 4.1% 11
2024
Q4 		$9.45M Sell
53,925
-1,140
-2% -$206K 4.55% 9
2024
Q3 		$9.87M Sell
55,065
-888
-2% -$152K 4.46% 9
2024
Q2 		$9.19M Buy
+55,953
New +$9.2M 4.38% 10

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MTC Wealth Management's RSP Position: Q3 2025 in Review

MTC Wealth Management sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2025, closing a stake of 47,048 shares — an estimated $8.55M sold.

MTC Wealth Management first reported a position in RSP in Q2 2024 and held it in 5 quarters. The position peaked at $9.87M in Q3 2024. 1,948 funds tracked by Wall St. Rank hold RSP as of Q3 2025.

  • MTC Wealth Management reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2025 after selling out during the quarter.
  • MTC Wealth Management sold 47,048 Invesco S&P 500 Equal Weight ETF shares in Q3 2025, an estimated $8.55M.
  • MTC Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2024 and held it in 5 quarters.
  • MTC Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $9.87M in Q3 2024.
  • 1,948 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2025.

Based on MTC Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.